See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,663 | $136,307+74.4% | $106,619+122.9% | $273,961-13.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.36% | 11.05%-3.7pp | 9.42%-2.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $5,646 | $5,190+8.8% | $3,947+43.0% | $4,869+16.0% |
| Participant deferral / active EE | $6,532 | $4,969+31.5% | $3,930+66.2% | $5,287+23.6% |
| Admin fee / account holder | $8,564 | $8,625-0.7% | $6,418+33.4% | $10,132-15.5% |